THIS CONFERENCE IS NEITHER AFFILIATED WITH NOR ENDORSED BY THE CONSORTIUM FOR GRADUATE STUDY IN MANAGEMENT
Welcome—to The Consortium
A forum for Plan Sponsors, Minority and Women-Owned Firms
The Consortium is the gathering place for plan sponsors, minority and women-owned firms, consultants, fund of funds and others. More than 300 investment professionals representing close to $1 trillion in assets under management attended last year—and we anticipate even greater audience engagement in 2010. For representatives of public plans, private plans, foundations, endowments and union funds the event provides exposure and connections to emerging investment talent, including minority managers and women-owned firms that would be difficult (read: impossible) to achieve in just one day.
The Consortium agenda is content and networking rich. We’ll explore critical fundraising and operating issues, pressing issues by sector, and strategies for navigating in 2010 and beyond. Our opening night reception (June 9th) provides unparalleled networking opportunities. And The Consortium’s VIP Connect session (our closing session) brings together interested plan sponsors and potential investment partners from minority- and women-owned firms for short, productive one-on-one conversations. It’s not to be missed.
The Consortium's two companion forums—The Intensive (for Plan Sponsors) and The Bootcamp (for Emerging Managers)
— are a perfect complement. These half-day forums ensure a focused audience and intense interactions.
These half-day forums held on Wednesday, June 7th , are focused on delivering actionable advice, insights and contacts.
The Consortium is hosted by RG & Associates, an event and market strategy firm serving
and managing meetings within the financial services industry. Our advisory and planning committees plays an
instrumental role in shaping our agenda and providing content, and our sponsors in providing financial
support for hosting the event.
For the past six years, The Consortium has reached sell-out capacity. We encourage you to register early
and ensure your participation.
Speakers and Key Attendees
Kelly Williams, Managing Director - Credit Suisse Customized Fund Investment Group
James Mason, Managing Partner - Parish Capital Advisors, LLP
Brian Russell, Investment Officer - California Public Employees’ Retirement System
Charles Grant, Chief Investment Officer - Virginia Retirement System
Honorable James Lewis, Treasurer - State of New Mexico
Cheryl Alston, Executive Director - Employees' Retirement Fund of the City of Dallas
Renee Higginbotham-Brooks, Vice Chair of Board of Trustees – Howard University
Judy Chambers, Manager Director - Pension Consulting Alliance
Michael Warren, Trustee - District of Columbia Retirement Board
Jeanna Cullins, Principal - Ennis Knupp
Dr. Louis Moret, Board Member - California Public Employees' Retirement System
R. David Kelly, Board Member - Teacher Retirement System of Texas
Mark Gross, Investment Officer, Emerging Manager Program - NYC Office of the Comptroller
Tim Legesse, Investment Officer for Diversity - California Public Employees' Retirement System
Solange Fernandez- Brooks, Portfolio Manager, Investment Executive Unit - California State Teachers' Retirement System
Kim Lew, Director of Investments - Carnegie Corporation of New York
David A. York, Chief Executive Office & Managing Director, Paul Capital Investments, LLC
Amit Tiwari, Principal - Invesco Private Capital
John Alouf, Head of Private Equity -Virginia Retirement System
Nayana Jha, Director – Treasury -Time Warner Cable
James Wynn, Superintendant - New York State Insurance Department
David E. Ourlicht, Commissioner - New York State Insurance Fund
Bryan Lewis, Director of Operations - Department of the North Carolina State Treasurer
Honorable Janet Cowell, Treasurer - Department of the North Carolina State Treasurer
Susan Carter, President - Commonfund Capital, Inc.
Tom Lee, Executive Director - New York State Teachers’ Retirement System
Brad Briner, Managing Director - Morgan Creek Capital Management
Ray Joseph, Acting Chief Investment Officer – New Jersey State Board of Investment
Elizabeth Allison Tulach, Managing Director of Alternatives – Boeing Company
Kenyatta Matheny, Investment Officers for Emerging Managers – Illinois State Teachers Retirement System
